Your objectives

You wish to work with a bank that understands your asset and liability situation and your current multi-custody relationships. You would like to simplify your wealth management arrangements and complement the relationship you have with your current custodian bank(s) with additional expertise and investment strategies.

Your benefits

With Julius Baer’s multi-custody offering you can benefit from Julius Baer’s investment expertise while keeping your assets at the bank of your choice. We offer discretionary mandates and consolidated reporting
for all of your existing banking relationships. We strive to reduce the complexity of your wealth situation and give you the peace of mind that comes from working with a leading multi-custody provider. In addition, you may also benefit from Julius Baer’s advisory solutions.

The multi-custody wealth management

Offering

  • Discretionary mandates
    Our flexible wealth management solutions give you access to a broad range of bespoke discretionary mandates, ensuring that your individual needs are covered.
  • Advisory solutions (only for accounts held at Julius Baer)
    Receive dedicated investment advice based on a jointly developed investment strategy and your preferred level of service. Access the Julius Baer research universe and keep up-to-date with relevant economic and political events thanks to our investment advice.
  • Consolidated reporting
    Define your own investment strategy, based on your risk profile, and benefit from our dedicated wealth management services. Receive detailed reporting thanks to our state-of-the-art software solution that also allows your existing banking relationships to be consolidated in your portfolio.

Further information

Are you interested in learning more about our multi-custody offering? Please contact your relationship manager to discuss the options. Please note that the services and products offered
depend on the domicile of the client and the legal entity of Julius Baer.